About your Search

20130318
20130326
STATION
CNBC 17
FBC 4
KQED (PBS) 4
KTVU (FOX) 3
KQEH (PBS) 2
KICU 1
KPIX (CBS) 1
KRCB (PBS) 1
LANGUAGE
English 33
Search Results 0 to 32 of about 33 (some duplicates have been removed)
earnings cycle. also in this environment the u.s. economy is growing more like 2% and a lot less like 4 in that environment pricing is going to be challenged and the top line sales is not going to be universal for all firms. it will be balance sheet by balance sheet and case by case. security collection becomes far more important. >> i was going to say as you point out the profit growth picture has been pretty good but we are getting at the mature point in that cycle and the forecast is about 1% or 2% overall growth. there are always ways to make more money than the index tracking would lead you to believe. where do you think the pockets of possible better than average profits would be? >> so we do like equities. when you compare that to fixed income certainly in government space so we like equities and we like global equities. it will have to be a multi asset strategy which is kind of all of the above. looking at commodities and debt and equities and looking in companies in europe. there are good companies with strong balance sheets in europe, as well. looking into russia, indonesia, m
. ♪ chevron has been developing energy here for decades. we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> welcome back to "the kudlow report." i'm larry kudlow, in half hour, the situation in cyprus is on the edge of the abyss, if russia did not bail them out, their economy will implode and they will be forced out of the euro economy entirely. and senator kelly ayotte is looking to get a budget deal without more spending and taxes and i want to know if the so-called gop reforms are going to split the party in two or make it more inclusive. senators working against a needless missile to nowhere program that she will explain to us. ben bernanke is keeping his foot firmly on the qe gas pedal or did he? please take a listen. >> we are seeing improvement. i think one thing we would need is to make sure that it's not a temporary improvement. so, we have seen periods before where we had as many as 30
environment for the fed reserve to stay stock market friendly. that's exactly what happened today. ben bernanke allowed the averages to power higher. dow gained 56 points. the s&p rising today, nasdaq jumping .78%. it's not sleight of hand or alchemy at work here, despite what critics say when they constantly slam the fed. >> boo! >> bernanke is not playing a game of move the stock market higher by simply continuing to keep the competition from bonds incredibly weak. he's got a real good reason for doing what he's doing, which is staying the course, keeping rates low. that reason? 1937. see, ben bernanke is a rigorous guy. he's a professor and a genuine scholar of american financial history. it's what he does best. he knows that in 1937 after three years of 12% economic growth that took unemployment from 25% down to 14%, the fed, the president, congress, declared victory over the great depression. ♪ hallelujah >> washington raised income taxes on the wealthy. >> boo! >> took the top marginal rate to the astounding 75% and instituted a 2% payroll tax for social security. their goal? t
, and we need to really realize that we are still in a very slow growth environment. >> well, robert, let me ask you about earnings and whether or not we are going to see an upset once we start getting the numbers for the first quarter. the s&p capital iq is expecting earnings growth for the s&p 500 of 0.6%, no great shakes, that's for sure. >> i agree with that maria. and i think this has really become a position in the market, where we have had a great run. so you don't necessarily go out there with the broad-based index. you have to look at selective stories to invest your money in right now. the transports, first and foremost to us, were looking a little bit overvalued anyway. but if you break the transports down and you look at a company like csx or a norfolk southern, for example, those companies have continued to hit highs this week, and that's based off of valuation. fedex was a company, in my opinion, that was priced for perfection, they came out and reported lousy earnings and that doesn't surprise me. i think u.p.s. is a much better company. they didn't get hurt nearly as bad.
opportunities to do some stock picking in this environment and that's really what people need to be doing prp. >> so you're going to want to buy what jim lacamp's selling, is that the idea? >> as long as there are proven fundamentals and an attractive valuation argument. >> all right. rick santelli -- >> now, wait a minute. the fundamentals aren't improving that much. we're seeing earnings start to deteriorate. and fedex and caterpillar, their earnings started to deteriorate. we're seeing some of those if you want fundamentals sl s slac. >> you can't just go blindly by, you know, equities across the board. but there are opportunities to find pockets of the economy that are growing, despite all the negative and worries out there, as far as the macro environment. >> okay. but what about the fact that, you know, we were talking about this yesterday, bill, the s&p is expecting earnings growth, the s&p 500, of 0.7% for the first quarter. so we are looking at an earnings deterioration here. now, they're expecting things to pick up later on in the year. but if you're saying there is growth in the ec
of people worried about the impact fracking has on the environment. this is a possible solution, i guess, yes? >> it is, exactly. i help lead an investment group and funded some brilliant scientists down in florida actually a few years ago. our technology uses no chemicals. we actually in the past since 2008, we've cleaned over 2.8 billion gallons of water, which has eliminated 1.3 million gallons of chemicals. we allow these companies to, first of all, clean the water before they use it the first time, and then also recycle it and reuse it in their process. so we're closing the loop for these responsible companies. >> what about, drew, the government standards? i mean, hasn't this been one of the big detriments for moving forward? how have the standards changed? >> you know, it has been. and they're pushing for more transparency, regarding what chemicals are used, but where we come in, we eliminate those chemicals almost entirely. we allow these companies, we have technology that allows these technologies in realtime to clean their water, recycle it, and reuse the water. so we're elimin
energy here for decades. we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ ♪ hello. hello? the words are going this way-there's no way. oh, the lights came on. isn't technology supposed to make life easier? at chase we're pioneering innovations that make banking simple. deposit a check with a photo. pay someone with an email. and bank seamlessly with our award-winning mobile app. take a step forward... and chase what matters. >>> some patchy low clouds. mostly sunny in the morning. cooler by the coast. increasing high clouds later today leading to rain tomorrow. >>> all right, steve. 7:13. in indiana two people died, their private jet crashed into a house near the south bend regional airport. two other passengers and one other person on the ground was hurt. the plane was flying from tulsa when it hit three houses and got stuck in one of them. >> all of a sudden, sputtering
of trading. keep that in mind. it's a fabulous environment. last week's other four ipos were up 14% to 20% on the first day. all the tech names work so well. that's why i wanted to introduce you to a new company. it's called pinnacle foods. it's a house of food brands. some say b&g expecting to become public on thursday. pinnacle is a company you never heard of, i bet. but your products can be found in 85% of american house holds. you would recognize their brands. they've got a big frozen food business with bird's eye frozen vegetables, mrs. paul's seafood, lender's bagels, celeste pizza, as well as hungry man frozen meals which i thought looked like a delicious heart attack in a box. and pinnacle has a grocery business. you know them as duncan hines, cookie and cake miss, mrs. butterworth, log cabin, comstock pie filling. as we know from hines from its all-time high last month, iconic brands are the landmark. blackstone is ringing the register on its investment taking the company public. recent history suggests these deals are performing extremely well. case in point, since the beginning
the cash method of accounting. what to make of, well the entire environment for growing a business in this country? ali wing, founder and ceo of giggle, the baby chain of stores and online sales. she joins us now. in terms of what you're seeing, just broadly, ali, the tax environment for you, it is getting worse, no? >> it is. i'm actually just in the middle of annual compensation reviews. i know every employee right now is feeling less in their take-home pay. that is a pressure of a different type for businesses. but it's the same old theme, whether it was not charging online only businesses sales tax or people off-line had to have it. just needing to even the playing field. not a disinincident tiff to big next generation of big businesses in america and right now it is still uneven. dagen: we talked about though the complications created by government, local government, state governments, the federal government in running a business today. we're celebrating the anniversary of the health care law and, what we've seen washington do in recent years. is it getting worse to grow a bus
forecast saying the business environment is improving. shares of general mills rose more than 2.5%. and the big jump in shares of blackberry thanks to a morgan stanley upgrade. morgan stanley saying now there may be room in the smart phone market that's dominated by an droid and the iphone operating system for blackberry. the vote of confidence comes just two days before blackberry's make or break z-10 goes on sale at at&t stores. blackberry rose $16, that's a gain of almost 6.5%. >> and, suzie, one of the roadblocks to the housing recovery has been tight mortgage credit. rates may be low, but they're only good if you can get them. as we look at the spring buying season, lenders are starting to ease up. not so much on their standards, but on the types of loans they can offer. >> after being turned down for a mortgage last year, leah harris has been renting in washington, d.c. now, she is finally moving into a home of her own. >> i tried last year at about the exact same time and nothing was different than it is now. same income, same assets, pretty much everything was identical.
continued to hold firm or even uptick in this environment so we're not seeing that capital that is so vested in that market move into the equities. so we're gonna keep an eye on that. > >thank you jeff. fed chair ben bernanke made note of some economic strides -- following a two-day fed meeting..... bernanke told reporters there have been improvements in the labor market, and moderate economic growth. he adds, the bond buying program will remain in place, until there is a larger drop in unemployment. but when we see that the conditions -- or the situation has changed in a meaningful way, then we may well adjust the pace of purchases in order to keep the level of accommodation consistent with the outlook and, secondly, to help provide the markets with some sense of progress -- how much progress is being made so that it can make better judgments. bernanke avoided commenting. whether he will stay on for another term, only stating he talked to president obama about it "a bit." and regarding cyprus, the fed chair calls the situation "difficult" but not a risk to the u.s. financial system.
related to each other, as long as the current environment exists as it does come interest rates as low as they are, there's really no incentive for washington to get back together and fix the fiscal situation because they are not forced to. so you say they will be by when, 2015, middle of the year? it'll be a while, in other words. dagen: it will be a while, but the good news is the budget deficit is actually declining. suggesting a decline for the next three years, so there's a little bit of time in washington to get it right. it is not as imminent, you have not done sequestration, but it is still the fed, all about the fed. what the market will be focused on is not so much when they will raise rates because that is forever into the future, but will they be skimming back the 85 billion in purchases? i don't think there will be any sign that will happen. i think it is helping the economy. connell: you agree with the policy? >> i agree with the policy, but what is propping up the stock market is the better economy. and i cannot attribute that alter the fed. a lot of people don't think t
, job growth will continue to be over 2,000. and i think in that kind of environment, the fed will start to taper the pace of qe. sometimes in q3 and, yes, by the end of this year, i expect the qe to stop. but rates will be very low and the fed's balance sheet will be bloated for quite a long time. >> given the issues in europe, why take the risk? why even hint to markets that they may be exiting? or paps why not leave the accommodative can policies in place to help support the global economy? >> as we move into the summer, i think at that point the cost of this continued open ended deposit continues. i think they've come to the conclusion they don't need it as much. i think at that point, europe will probably be a little more stable. >> joe, in a word, jobless claims today, then, critically important. >> very important. i think they'll stay well below 350. >> it's an important level to watch. appreciate your time. from thank you, kelly. >> thank you for joining us on the show today. i'm kelly evans. this has been "worldwide exchange." time now for "squawk box" in the u.s. remember, peop
of my idols in business. they can't do as well in this environment. why is qlik view doing well if oracle can't? >> i think we are in one spot, they're total market. i think we drive the next generation of software. ease of use, time to value, agility and flexibility are the key drivers. more and more corporations are seeing that. if i don't empower my employees to make smarter decisions, i'm missing out on a big opportunity. we've been in that business for 20 years. we only focused on the user and the user's behavior when it comes to interacting with data. >> mark benioff has been on our show from sales force. he's trying to develop a dashboard people can use, sales people can use on the road, for instance. why is yours better than his or do they work together? >> they work together. i think mark built a great company. he's disrupted an industry just like we are doing in this industry we are in. one of our most common data sources for our clients is his system. so we sit on top of sales force and maybe two or three other sources and provide you with a dashboard of insight from
. cheryl: ideal economic environment, you're looking at the economy even though we had kind of a mixed picture today and then, again, corporate valuations. that's the bulls' side of this. john, i know you're bearish. you're calling for serious corrections on the s&p and dow. you're saying it's going to happen sooner rather than later. what are you seeing on the other side of the coin here? >> well, look, when things are euphoric, which they are, when alan greenspan comes out and says pie stocks along with the movie stars and, of course, our good friend, ned, then you should be looking to sell. and i'd also like to say this, i was on the show here last april 2012, we were pounding the table then, but right now you've got some real headwinds, and i'll give you a few of them. one, gdp is benign, .1%, you know, in fourth quarter of 2012. analyzed numbers are running around 2%, it just isn't keeping up. unfortunately, the treasury market is not confirming here. you know, if the ten-year was at 275, i'd say we'd probably leg up here, not happening. you know, and i think, thirdly, look at ear
of ceos talking about the lack of clarity in the global environment. i know a lot of the digital marketing dollars right now are based in the u.s. but these numbers seem pretty bullish to me. do you feel better or more cautious than last quarter when you look out at the rest of the year from here? >> jon, i think the macro trend is more spend is going to go digital. and when people talk about big data, we're the big data company for marketers. so as you talk about the hundreds of billions of dollars, where people are going to want to know what the return of investment is, there is no other company that's as well positioned as adobe, to really let them know how to spend that money and to accurately reflect what the return of investment is. so we think that the macro trends will fuel this business for many years. >> so what would be an appropriate growth -- yes, what would be an appropriate growth rate, then, for adobe? obviously, your stock is trading higher in the extended hours. a lot of people very pleased with the earnings results that we saw. is this sustainable, this year and next? wh
environment. sandra: so, tuna, you're saying this move away from pay tv. will hit every provider than one. >> comcast, the reason they bought nbc universal to protect themselves a little bit on the distribution exposure that they have. what you're seeing guys like disney and cbs and parent company news corp are considered some of the premier content providers out there, someone like content nirvana, right? so the industry is going through a renaissance where a lot of company we're recommending leveraging content and monetizing them in a very, very fragmented landscape where the consumer has a lot more options than ever before. so i think the balance of power is gradually and will continue to shift in favor of branded entertainment content. adam: i think jay leno would agree with you on nbc call because he thinks they're extinct. let me ask you this. what content creators do you like? i think we're one of them, news corp, the parent company of fox business. who do you like? what companies do you really see as doing well because of this? i know that the time warner pays us to carry programi
all day and all morning to make sure this is a safe environment. we will try to bring more information to you at that time. paul chambers, ktvu channel 2 news. >> a baseball coach is wanted by police. 52-year-old joel coffman is facing 6 felony counts of -- molestation. runs a traveling baseball club for bay area teenagers. they say it is possible he has more victims. a warrant has been issued for his arrest. >> 7:33. grief counselors will be at lincoln high school to help students cope after a student was killed by a train. 16-year-old donye was ap student. he was killed tuesday when he was hit and killed by a cal train near virginia street. >> at this point in the investigation, there's nothing to indicate this was the result of foul play or an intentional act. >> friends are saying he often took a shortcut home right near the train tracks. already has warning signs to prevent illegal crossing and also had plans to put up fences even before his death. >>> six people including four children were rushed to a hospital after a multi vehicle crash. 94th and international. a speeding drive
rate environment. >>> u.s. equities had been a little bit waerbg. they have been preparing their losses through the morning. dow futures only 11.5 points below fair value. we've been watching what happened overseas in asia. the nikkei was up 1 1/3. in europe, red arrows because of economic numbers. also concerns continuing about cyprus. the cac is done 1.1%. we have positive comments made by fed chairman ben bernanke. >> we'll use models and other indicators and the state of the labor market to try to make a good estimate how much we need to change the rate of flow. but, again, the point is to let the markets see our behavior, to let them see how we respond to changes in the market. and higher levels of purchases or the ultimate facing out of the program. >> in other words, it's not going to be spigot on, spigot off. rick is the head of strategy at wells fargo securities. rick, thank you for joining us this morning. >> thanks for having me. >> you have been right on some big calls in the past. you called it right almost to the day back in march of 2009. >> yeah. >> for the bottom. >> yo
this morning, this shows incremental softness in i.t. spending environment. that's weighing on all tech names. ibm is down 1.25%. that's a huge weight on s&p 500 at this hour. a lots of them we are watching in the tech sector. s.a.p. down 2.5%. crm down 1%. it is taking everything down at this point. >> oracle was bad. can't mince words about it. >> was oracle being bad a sign of what's bad in overall tech spending or was oracle bad more of a sign of what's bad at oracle? or both? >> it is a big government provider. dell is, too. that's hurt dell. this was sloppy execution. deliver, deliver, deliver. are they losing share in the cloud? clearly. they won too many nine-figure deals. at the same time the market says i want to buy that weakness. why is lululemon up? they want to buy that weak fles. looking for caterpillar to bottom today. onshore drillers, one of the weakest markets, he should buy those. things come down, people just want to buy them. >> do you agree with this 1% move on lululemon today? >> that it is up? no. i don't like lululemon. talk about bad execution. they've just been ter
in an environment that can be only described as alice in wonder land, how does the fed managing interest rates play into the interpretation of your survey. or does it at all in your opinion? >> well, i'm not sure if they do look at our survey or not. the reading i would take away is more and more are of the view they may start tweaking with the bond buying program. >> now from my perspective. let me make an assumption. let me say in my opinion i don't think they're going to pull back in a big way any time soon from some of these programs. so i guess the question i'm going to ask you this, is the bearish news showing up in con treat terms, not just opinion in your survey, should the interest rates remain tame and they actually have been dropping, what you are saying is that this could be a contrary indicator that's big out there. it can create a spiral where they need to run in and buy futures if rates start to drop. could that not be true as well? >> well, rick, i think you're right in thinking that is a possibility. we don't know for issue if this is a contrary reader or not. if you have reasons t
Search Results 0 to 32 of about 33 (some duplicates have been removed)